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20130115
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actors, the fight we're having over health control, healthcare. >> when you talk to students at catholic university, and wherever, do they seem to you kind of disillusioned? >> maybe with the possibilities of political solutions for our problems, but young people are much more hopeful than the rest of us so i think there's always a much more optimistic spirit on college campuses than there is out in the world. >> well, i would even say, i take it further and i have two young adult sons so i watch through, i often watch the work of the country through their eyes and through the young people that i serve and my sense is in this election, the most recent election, that the future of our country kind of showed up and voted in a way that no one was really expecting that they would given what you surmised which was a sense of perhaps disillusionment or in the professor's words, the revival being over. but in fact, i think they came back more seasoned, more realistic, more determined to do the hard work to bring about the kind of political consensus that we need and particularly in the state of
like health care more than staples right now. we see that pretty clearly. health-care companies are beating estimates more, they have higher cash balances and you know they are much cheaper. they really never have been cheaper on forward earnings relative to staples so we really like that overweight health quarter underweight staples call. as for industrials you have a lot of high quality u.s. companies. some have the china exposure. others benefit from energy and infrastructure or improvement in housing so it seemed like there were fundamental reasons to be more optimistic on that group of stocks. >> susie: okay. well, we'll see how it goes this year. thanks for coming on the program. we've been speaking with adam pozen. >> susie: it's not easy being a retailer these days, especially if you rely on customers buying at your store. many consumers come in and browse, but make their purchases online. but tech innovations are helping to change that. erika miller got a sneak peek at the intel booth at the national retail federation's convention. >> reporter: adidas had a problem. tha
Search Results 0 to 1 of about 2